Business Details
About
Financial PlannerFinancial PlanningFinancial Consultant
Whether you’re investing hundreds or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the strategy we did. At BMY Wealth Management Group, your best interests come first with our customized financial planning. We won't just make you a roadmap — we will guide you every step of the way.
If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Details
- Requires appointmentNot available
- Online appointmentsAvailable
- RestroomAvailable
- Free parking lotAvailable
Location
BMY Wealth Management Group
1300 Pecan Hill Drive, Stephenville, TX
76401, United States
Hours
Reviews
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- TWTaylor WaldJun 3, 20255.0I've gotten to know Stephanie over the past few years and have always been impressed by her professionalism, reliability, and strong work ethic. She’s responsive, detail-oriented, and a pleasure to work with.
Frequently Asked Questions About BMY Wealth Management Group
What's the best way to request an appointment with one of your financial advisors?
The best way to reach us is via the online form on our website! Simply enter your name, number and email, and we will reach out to you to set up a 15-minute initial consultation to connect you with an advisor.
How old do I have to be to work with a financial advisor?
There is no age limit! As financial advisors, we are here to help you secure your financial future. The earlier you get started, the better!
What financial services do you offer?
We provide financial planning, investment management, tax planning, retirement planning, estate planning, and private client services. Schedule a 15 minute consultation with us on our website!
How can I schedule an appointment with a financial advisor at BMY Wealth Management Group?
You can schedule an appointment by filling out the online form on our website with your name, number, and email. We will then reach out to arrange a 15-minute initial consultation.
Is there an age requirement to work with a financial advisor at BMY Wealth Management Group?
No, there is no age limit to work with our financial advisors. We encourage starting early to better secure your financial future.
What types of financial services does BMY Wealth Management Group offer?
We offer financial planning, investment management, tax planning, retirement planning, estate planning, and private client services.
What are the business hours of BMY Wealth Management Group?
We are open Monday through Thursday from 8:00 AM to 5:00 PM, and Friday from 8:00 AM to 4:00 PM. We are closed on weekends.
Does BMY Wealth Management Group provide wheelchair accessible facilities?
Yes, we have wheelchair accessible entrances, parking, and restrooms to accommodate all clients.
Is parking available at BMY Wealth Management Group?
Yes, we offer free onsite parking for our clients.
Can I book online appointments with BMY Wealth Management Group?
Yes, online appointments are available through our website for your convenience.
What nearby financial institutions can I visit before or after my appointment at BMY Wealth Management Group?
TexasBank and Wellington State Bank are nearby, providing convenient options for your banking needs alongside your financial planning with us.
What healthcare facilities are located near BMY Wealth Management Group?
Nearby medical centers and providers include Lakeside Physicians - Family Medicine, Linda Heflin M.D., Allison Luedeker FNP, and Elite Dental, among others.
Are there any nearby wellness or recreational facilities I can visit around BMY Wealth Management Group?
Yes, you can visit HOTWORX yoga studio and gym, Paradise Pools Stephenville for pool supplies, and The Ditch Water Discovery Center for outdoor enjoyment.